Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRCBF (Morguard Corporation) | NA | -0.16% | 0.40% | -1.24% | -1.04% | 4.32% | NA | … | … |
Data as of 12/11/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRCBF (Morguard Corporation) | 04/27/2010 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.16 | 0.40 | -1.24 | -1.04 | 4.32 | NA | … | … | 5.81 | 9.90 | -6.61 | -22.14 | 16.23 | -41.85 | 20.74 | -12.18 | 10.14 | 32.37 | -21.47 | 13.69 | 3.66 | 55.59 | 51.54 | 10.31 |
| Sharpe Ratio | NA | -0.46 | -0.14 | -0.16 | -0.08 | NA | NA | … | … | 0.21 | 0.73 | -0.46 | -0.99 | 0.73 | -0.57 | 1.62 | -1.00 | 1.15 | 0.88 | -1.16 | 0.84 | 0.21 | 2.91 | 1.75 | 0.67 |
| Standard Deviation(%) | NA | 18.37 | 22.00 | 22.43 | 32.37 | NA | NA | … | … | 15.02 | 19.75 | 22.60 | 23.37 | 22.67 | 73.10 | 11.90 | 13.56 | 8.27 | 36.57 | 18.55 | 16.27 | 16.87 | 19.29 | 29.47 | 22.70 |
| Draw Down(%) | NA | 13.20 | 15.23 | 36.49 | 51.54 | NA | NA | … | … | 4.56 | 5.24 | 15.23 | 24.55 | 12.53 | 49.53 | 3.38 | 15.79 | 3.72 | 8.59 | 24.69 | 6.23 | 15.43 | 1.00 | 13.53 | 15.93 |
| Yield(%) | 0.00 | 0.17 | 0.32 | 0.34 | 0.40 | 0.95 | 0.81 | … | … | 0.19 | 0.15 | 0.56 | 0.48 | 0.27 | 0.30 | 0.38 | 0.35 | 0.35 | 0.45 | 0.36 | 0.48 | 0.54 | 0.85 | 1.27 | 1.04 |
Data as of 12/11/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCBF (Morguard Corporation) |
-19.25%
Dec 2019 – Dec 2022 |
-12.07%
Jan 2020 – Jan 2025 |
-4.62%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCBF (Morguard Corporation) |
44.06%
May 2010 – May 2013 |
26.36%
Jun 2010 – Jun 2015 |
11.74%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart